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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

92 hedge funds and large institutions have $168M invested in BlackRock Taxable Municipal Bond Trust in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
37
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$2.12M
2
HH
Hilltop Holdings
Texas
+$1.33M
3
Invesco
Invesco
Georgia
+$1.12M
4
NMC
Nine Masts Capital
Hong Kong
+$823K
5
LPL Financial
LPL Financial
California
+$626K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
-$5.66M
2
DA
Doliver Advisors
Texas
-$1.56M
3
Wells Fargo
Wells Fargo
California
-$1.47M
4
Morgan Stanley
Morgan Stanley
New York
-$769K
5
AWA
AmeriServ Wealth Advisors
Pennsylvania
-$757K
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
76
Fieldpoint Private Securities
Connecticut
$28K +$28K +1,300 New
QCIG
77
Quad-Cities Investment Group
Iowa
$26K – – –
DSC
78
Duncker Streett & Co
Missouri
$25K – – –
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$21K – – –
US Bancorp
80
US Bancorp
Minnesota
$21K – – –
WT
81
Whittier Trust
California
$21K – – –
BI
82
Bramshill Investments
Florida
$19K +$19K +875 New
RCAG
83
Rehmann Capital Advisory Group
Michigan
$16.1K +$5.53K +261 +52%
APA
84
American Portfolios Advisors
New York
$12.1K – – –
BFEC
85
Benjamin F. Edwards & Company
Missouri
$10K – – –
CAC
86
Certified Advisory Corp
Florida
$8K +$135 +6 +2%
VNA
87
Valley National Advisers
Pennsylvania
$8K +$8K +400 New
CFA
88
Carroll Financial Associates
North Carolina
$6K – – –
WTB
89
Washington Trust Bank
Washington
$5K -$5K -254 -50%
HR
90
Howe & Rusling
New York
$3K -$3K – –
BWM
91
Baystate Wealth Management
Massachusetts
$2K +$37 +2 +2%
CFGS
92
Concourse Financial Group Securities
Alabama
$1K +$1K +44 New
FRA
93
Front Row Advisors
California
$790 -$32 -1,600 -4%
WKWM
94
Walter & Keenan Wealth Management
Indiana
$303 -$93 -4,400 -24%
DA
95
Doliver Advisors
Texas
– -$1.56M -70,560 Closed
LCM
96
Laurion Capital Management
New York
– -$544K -24,601 Closed
TCOT
97
Trust Company of Toledo
Ohio
– -$265K -11,976 Closed
SG Americas Securities
98
SG Americas Securities
New York
– -$230K -10,406 Closed
PWSG
99
Pacific Wealth Strategies Group
California
– -$221K -10,000 Closed
RJT
100
Raymond James Trust
Florida
– -$218K -9,860 Closed
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